TACTICAL MEETING

CHECK-IN
1 One at a time. Call out distractions, get present. No discussion.

CHECKLIST REVIEW
2 Facilitator reads checklist of recurring actions; participants ­respond
“check” or “no check” to e
 ach for the preceding p
 eriod (e.g. prior week).
SURFACE DATA

METRICS REVIEW
3 Each role assigned a metric reports on it briefly, highlighting the latest data.

PROJECT UPDATES
4 The Facilitator reads each project and asks: “Any updates?” The project
owner either responds “no updates” or shares what’s changed since the
last meeting. Clarifying questions allowed, but no discussion.

BUILD AGENDA
5 Build agenda of tensions to process. One or two words per item.

TRIAGE TENSIONS
6 To Process Each Agenda Item:

A B C D
Facilitator asks: Agenda item Capture any Facilitator asks: 
“What do you need?” owner engages accepted next- “Did you get what
others as-needed actions or projects you need?”

CLOSING ROUND
7 Each person can share a closing reflection. No discussion.

HOLACRACY v.4.1
v.110117

©2017 HolacracyOne, LLC

5 PATHWAYS
“What Do You Need?”

You may need more than one to address a tension.

REQUEST A NEXT-ACTION
A “Next-Action” is a single physical, visible act that
moves something forward.

REQUEST AN OUTCOME/PROJECT
A “Project” is any multi-step outcome with a
definite endpoint.

REQUEST INFORMATION/HELP
Ask for data, opinions, or ideas, to help you get clarity.

REQUEST SPACE TO SHARE

Announce or share anything you need the Circle
to know.

REQUEST AN ONGOING EXPECTATION

Expectations can only be set in Governance
meetings. Capture an output to take the tension
to a Governance meeting.

HOLACRACY v.4.1
v.110117

©2017 HolacracyOne, LLC